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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,886 | $162,136-93.9% | $152,301-93.5% | $154,746-93.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 13.46% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,257 | $4,890-74.3% | $4,624-72.8% | $4,379-71.3% |
| Participant deferral / active EE | $1,394 | $8,341-83.3% | $8,004-82.6% | $6,730-79.3% |
| Admin fee / account holder | $1,554 | $15,759-90.1% | $14,398-89.2% | $14,365-89.2% |